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  1. 23 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  2. The ability to add the clients credit limit that they have been approved for, as well as how much of the credit limit that they have used on the invoice email template as well as the statement email template. See attachment for example.

    7 votes

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  3. Being able to click on the summary page to show what is entered in that field would be good or a drop down box on the BAS summary page. Having to scroll through sales to get to the expenses is time consuming.

    10 votes

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  4. When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?

    This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by

    7 votes

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  5. It would be great if there was a function to add a template including a business logo for the monthly subcontractor CIS payment certificates - like the invoicing templates.

    8 votes

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  6. Line numbers on Purchase orders and Bills. This is standard industry practice when ordering oversea as they all speck by a line number when referring to a Purchase order. hard to do when there isn't one. I have invented a work around but I shouldn't have to, it should be a standard option as it is a standard thing that the rest of the world uses

    9 votes

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  7. Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!

    13 votes

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  8. Once you approve the purchase order a pop up or a drop down on the approval button to be able to select 'approve and send' automatically, our organization doesn't require higher management approval to purchase, I enter and send immediately..

    2 votes

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  9. Xero Analytics Plus - add basic SaaS metrics/Unit Economics such as MRR, ARR, ACV, LTV, CAC, etc to Analytics dashboard.

    4 votes

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  10. Make the Customer Field AutoFill in new invoicing

    In the old invoicing - which by the way was must better and more reliable, the customer field would autofill if it was setup to autofill within the customer set up. With the new invoicing this field no longer autofills. Please Fix

    10 votes

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  11. The most important information in the statement line is usually at the end of it, the bit that is always hidden. I've been asking for this since 2019. Its a bit frustrating to see that the statement lines in the Reconciliation tab are now showing some kind of machine-generated guess about what the purchase is, when people have been asking for ages for the full statement line to be shown. Can anyone explain why Xero is so reluctant to do this simple thing?

    28 votes

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  12. Ability to delete invoices permanently in Xero.

    Purpose: To make the lists of invoices looks cleaner, as the voided invoices will not be listed there. Especially for the ones that’s created accidentally.

    173 votes

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  13. A report to show transactions that have been posted including the account code and the projects that the transactions have been assigned to with data parameters.

    We reconcile the sales, direct costs and gross profit amounts from the project summary report to the same amounts in the profit and loss report but currently there is no way to identify differences when they arise. The above report will really be helpful!

    6 votes

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  14. I'd like an easy way to make a note on a transaction or other unique information without it having to be "found" in the notes and history at the bottom. I'm trying to give a bookkeeper/advisor a bunch of notes at once, and it would hugely helpful if somehow there was a way to send her something or have a "log" of some kind that showed my recent notes, with easy links to the transactions, so I don't have to do screen shots and send outside of Xero etc.

    4 votes

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  15. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    4 votes

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  16. Hi, Can i check is there any mobile space for moving long space to show the full no. of " NUMBER" row due to i unable to see the document no.in full in "Purchase Order" page.

    3 votes

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  17. I'd like to request the integration of a WesBank loan feed, similar to the bank feed functionality. This addition would significantly improve efficiency in managing loan transactions within Xero.

    3 votes

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  18. It would be great to make the tax rate (and account code) mandatory when creating quotes. This is a fail safe way of ensuring the gst is correct on quotes.

    17 votes

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    Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

    Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

  19. Products and materials
    Other packages provide a means to set a default value to mark up items from their cost value then automatically set the sales value accordingly.
    The user would then preset a markup value to be applied across the whole list of items in Products and Services.
    Also, a universal feature to adjust for price increases from a pulldown list of the inventory.

    6 votes

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  20. Ability to change a bank account to a different account type. e.g. A bank account that should be an equity type was added as a bank. To resolve this requires adding a new equity account type, transfer the bank account balance and archiving the old account. These could be avoided if we are able to change the account type in the COA.

    20 votes

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